Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CREATIVE FINANCIAL DESIGNS INC /ADV 05-01-2024 03-31-2024 1669 1,057,296,481
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NIKE INC CL B Stock 1251 $15,458 164 0.00 0.00 34 26.15 03-31-2024
SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF ETF 1252 $15,457 754 0.00 0.00 -64 -7.82 03-31-2024
ISHARES S&P GSCI COMMODITY INDEXED TRUST ETF 1253 $15,442 700 0.00 0.00 0 0.00 03-31-2024
VANGUARD ESG U.S. STOCK ETF ETF 1254 $15,376 165 0.00 0.00 0 0.00 03-31-2024
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